Financial Services Administrator
4 weeks ago
Overview My client, an elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors. Responsibilities Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers; Assisting the financial advisor in his job servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms and follow ups; Filing, capturing client data, updating spreadsheets and word documents; Processing of new business - pre-populate documentation, check all proposals and application forms, submission of application forms to service providers / insurance companies; Follow-up all client transactions, implementation of new business etc; Drawing statements from service providers and summarising client portfolio information; Preparation of the necessary presentations, investment summaries and documentation for client review meetings. Assist with FAIS and FICA compliance and any other compliance requirements Scan to file all new business documents in client folder. General office duties which include but are not limited to filing, scanning, printing, ordering stationary and any other duties which may be associated therewith. Be telephonically available for client queries, and act as initial point of contact for client queries. Maintain an appropriate filing and recording system – both hardcopies and electronically. Ensure that investments and assets under management and the recording thereof are kept up to date and current and send out statements on a monthly basis. It is essential that the candidate has the ability to multitask and to work under pressure. Requirements Grade 12 (Essential). 3+ years’ experience at a financial advisory practice is advantageous Post Matric qualification will be an advantage Strong written and verbal language skills both Afrikaans and English essential Strong computer skills essential Own vehicle, transport and driver's license essential. #J-18808-Ljbffr
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Administrator (Financial Services)
2 weeks ago
Somerset West, South Africa Latitude Resource Full timeA small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients. **Responsibilities** - Process new and existing business...
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Junior Financial Services Administrator
2 weeks ago
Somerset West, South Africa Helderberg Personnel Full timeMy client, and elite financial services and investment concern located close to the Somerset Mall, is seeking to employ an administrator to their Financial Advisors. administrator|financial services|secretary Main duties and responsibilities include: - Secretarial duties - scheduling meetings, general office administration, correspondence with clients and...
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Junior Financial Services Administrator
1 day ago
Somerset West, South Africa Helderberg Personnel Full timeMy client, and elite financial services and investment concern located close to the Somerset Mall, is seeking to employ an administrator to their Financial Advisors. administration|insurance Main duties and responsibilities include: - Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service...
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Financial Administrator
3 days ago
Somerset West, South Africa Helderberg Personnel Full time**_HALF DAY _**: financial administrator|financial assistant - Tertiary qualification in Finance / Accounting will be an advantage - Computer literate (Xero and MS Excel) - Ability to work under pressure - Independent thinker - Honest and high integrity - Own vehicle and valid drivers license - Fully Bilingual (Afrikaans and English) **Duties include, but...
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Financial Administrator
1 week ago
Somerset West, South Africa Helderberg Personnel Full timeWell established national company based in Somerset West has a vacancy for a Financial Administrator with at least two years strong financial administration experience to join their team finance administrator|financial administrator|financial assistant **Requirements**: - Grade 12 with accounting will be an advantageous - Tertiary qualification in finance...
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Financial Administrator
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Somerset West, South Africa Helderberg Personnel Full timeMy client, located in Somerset West, is a group of companies who specialises in the property industry in Africa. They are seeking to employ a financial administrator to join their dynamic finance team. creditors and debtors|financial administrator Responsibilities include but not limited to: - Capturing and processing of financial data and supplier...
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Financial Administrator
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Somerset West, South Africa SGS Full time**Company Description** SGS is the world’s leading inspection, verification, testing and certification company. SGS is recognized as the global benchmark for quality and integrity. With more than 97,000 employees, SGS operates a network of over 2,600 offices and laboratories around the world. Carrying out financial accounting and administrative duties to...
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Short Term Insurance Consultant
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Somerset West, South Africa Trulogic Financial Services Full timeA position has become available for a short term insurance consultant at Trulogic Financial Services, an independent FSP in Somerset West. This role includes providing private and commercial lines with a personalised service, innovative solutions and competent advice. The main duty for a successful applicant will be to maintain the book of business and...
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Financial Administrator
1 week ago
Somerset West, South Africa Helderberg Personnel Full timeaccounting|accounts|creditors clerk|debtors clerk|finance|financial clerk The financial clerk is responsible for the accurate, timeous, and complete accounting of the income and costs. The staff member will be responsible for the reconciliation and reporting of the Cashbook, Creditors Balances, Cashflow forecasting, Cost allocations, operating expenses and...
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Financial Administrator
1 week ago
Somerset West, South Africa Helderberg Personnel Full timeaccounting|accounts|financial The financial clerk is responsible for the accurate, timeous, and complete accounting of the income and costs. The staff member will be responsible for the reconciliation and reporting of the Cashbook, Creditors Balances, Cashflow forecasting, Cost allocations, operating expenses and relating...